Bootcamp - Personal Finance & Mutual Funds
Objective
A comprehensive boot camp on “Personal Finance and Mutual Funds to cover a range of topics that address key aspects of personal finance management and mutual fund investments. This will help participants build a solid foundation and enable them to make informed financial decisions.
What you will learn ?
Module 1: Personal Finance Fundamentals
- Introduction to Personal Finance: Why It Matters
- Creating a Personal Budget and Financial Plan
- Understanding Financial Ratios for Personal Finance
- Debt Management Strategies
- Building and Maintaining an Emergency Fund
- The Power of Compounding and Time Value of Money
Module 2: Investment Planning and Asset Allocation
- Basics of Asset Allocation and Diversification
- Understanding Different Asset Classes
- Risk Tolerance and Investment Horizon
- Building a Goal-Based Investment Strategy
Module 3: Mutual Funds Deep Dive
- Introduction to Mutual Funds
- Types of Mutual Funds
- Understanding Mutual Fund NAV and Expense Ratios
- Systematic Investment Plans (SIPs) vs. Lump Sum Investments
- Reading and Analysing Mutual Fund Fact Sheets
- Taxation of Mutual Funds and Investment Strategies
- Analysing Fund Performance
- Building a Mutual Fund Portfolio for Different Goals
- Decoding Mutual Fund Ratings and Research Tools
- Common Mistakes to Avoid While Investing in Mutual Funds
- How to Choose the Right Mutual Fund: Key Criteria
Module 5: Retirement and Tax Planning
- Retirement Planning Using Mutual Funds
- Tax-Efficient Investment Strategies
- Using ELSS Funds for Tax Saving
Module 6: Financial Goal Setting and Execution
- Setting Financial Goals and Choosing the Right Investments
- Creating a Holistic Personal Finance Plan
- Regular Monitoring and Rebalancing Your Portfolio
- Behavioural Finance: Managing Emotions and Biases
Module 7: Case Studies and Practical Sessions
- Case Study 1: Creating a Mutual Fund Portfolio for a Young Professional
- Case Study 2: Designing a Retirement Fund Strategy for a Mid-Career Individual
- Live Demonstration: Using Online Tools to Compare and Analyze Mutual Funds
About Bootcamp
- Bootcamp will be conducted online through live classes via Zoom/Google meet
- Bootcamp modules will be completed in 4 sessions . Each Session will be for 3 hrs
- Bootcamp will be conducted only over weekend – Saturday or Sunday (only one day)
- Bootcamp timings will be 12PM-3PM
- Temporary Whatsapp groups will be formed after registration to share important updates and discussions ( Only for registered candidates)
- Meeting links will be shared on the group and via emails
- Recordings and Presentations will be shared
- One month handholding will be provided post completion of bootcamp sessions